SPDR S&P Dividend shares owned by West Financial Advisors
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by West Financial Advisors
from 13F filings
Historical chart of West Financial Advisors investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by West Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $41k | 294 | 140.05 |
| 2025-06-30 | $40k | 294 | 135.73 |
| 2025-03-31 | $40k | 294 | 135.68 |
| 2024-12-31 | $39k | 294 | 132.10 |
| 2024-09-30 | $42k | 294 | 142.04 |
| 2024-06-30 | $37k | 294 | 127.18 |
| 2024-03-31 | $39k | 294 | 131.24 |
| 2023-12-31 | $37k | 294 | 124.97 |
| 2023-09-30 | $34k | 294 | 115.01 |
| 2023-06-30 | $36k | 294 | 122.58 |
| 2023-03-31 | $36k | 294 | 123.71 |
| 2022-06-30 | $7.0k | 63 | 111.11 |
| 2022-03-31 | $8.0k | 63 | 126.98 |
| 2021-12-31 | $8.0k | 63 | 126.98 |
| 2021-09-30 | $37k | 313 | 118.21 |
| 2021-06-30 | $38k | 313 | 121.41 |
| 2021-03-31 | $37k | 313 | 118.21 |
| 2020-12-31 | $33k | 313 | 105.43 |